Holistic Planning’s Tesla TSLA Stock Holding History

Holistic Planning’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.6M	Buy
2025 Q2	$788K	Buy
2025 Q1	$577K	Buy
2024 Q4	$773K	Buy
2024 Q3	$455K	Buy
2024 Q2	$285K	Hold
2024 Q1	$285K	Sell
2023 Q4	$527K	Buy